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Coinbase integration for Stax

Markets Auto-syncFile importVerified
Crypto ✓ ✓ ✓

How to connect your Coinbase account to Stax

Verified

Fills arrive in your journal as they happen and Stax signs each one, so a trade you share carries proof it was real. Read-only access is all Stax asks for — it reads your fill history and can never place an order.

In Coinbase

  1. Go to portal.cdp.coinbase.com/access/api and click Create API key.

  2. For permissions enable View only — no Trade, no Transfer, no Receive. Leave Portfolio on Default and the IP allowlist empty.

  3. Click Create and download the file Coinbase shows you once. You need two values out of it:

    name → API Key Name privateKey → Private Key (PEM)

In Stax

  1. In the left sidebar, open Connections.

  2. Click Add Connection.

  3. In Select Connection, search for Coinbase and click it. Three cards open: Auto-Sync, Import CSV File and Add Manually.

  4. Choose the Auto-Sync card.

  5. Paste them into API Key Name and Private Key (PEM), then click Connect. Paste the private key exactly as Coinbase wrote it — Stax tidies up the line breaks itself.

How to import Coinbase trades into Stax from a file

The route for everything you traded before you connected. One statement covers the whole life of the account.

In Coinbase

  1. Log in and open Sidebar → See All → Taxes → Statements.

  2. Click Generate Custom Statement.

  3. Set it up to cover everything, then click GENERATE:

    Assets: All · Transaction Types: All · Date Range: Custom — from the day you opened the account to today · Format: CSV

In Stax

  1. In the left sidebar, open Connections.

  2. Click Add Connection, then pick Coinbase.

  3. Of the three cards, choose Import CSV File.

  4. Click Choose File and select your .csv. Stax knows the Coinbase statement layout, so there is nothing to map.

  5. Check the matched trades in the preview, then confirm the import.

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